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Passive investments have become a more popular recommendation for advisers and portfolio managers in recent years. But are passives always the best option for investors, or is active management a better approach?

It is widely accepted that asset allocation is the primary driver of long-term returns in any investment portfolio, although long-term strategic asset allocation is not just about economic fluctuations, it is also about having a deep understanding of the long-term relative behaviour of asset classes. Unfortunately, the behaviour of asset classes (across the world, in countless different sectors), is as predictable as a new puppy, or the Great British weather.

Castlestone Management believes that a buy-write strategy focusing on large cap, developed market, dividend paying stocks should be the main focus within any portfolio. This strategy should help to provide stable and predictable income over the uncertainty of market returns in increasingly volatile times.

Multi-asset investing is a holistic approach to investment that balances risk with clients’ profiles. For banks and financial advisers, multi-asset investing has the potential to provide a simple, yet sophisticated solution for retail-level and affluent investors.

2015 has been a strong year in innovation for Zurich Global Life in the Middle East (Zurich). For Zurich, a big part of their strategy revolves around differentiation through superior customer service, and the use of technology as an enabler. As a result, they rolled out a series of market leading capabilities in 2015 aimed to empower the financial adviser and simplify the customer’s journey.

Maximising your productivity while travelling - basically making life easier for yourself - is all about the way you manage your tech.
RL360° has put together some simple tips to help make your tech work for you while you’re on the move.

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